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sd-10-EFTA01462188Dept. of Justice

EFTA Document EFTA01462188

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Keys for Strategic CLO Equity Investors Investment Goals ■ Desired Tenor / min non call period ■ Desired leverage / risk return profile Portfolio / Structure Selection • Desired borrower base /distribution- broadly syndicated vs. middle market loans ■ Industry and sector allocations ■ Portfolio diversification ■ Manager portfolio management style ■ Ability to reprice and or refinance liabilities Manager Selection ■ Track record of delivering for equity investors ■ Manager reputation

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Dept. of Justice
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sd-10-EFTA01462188
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